Zhi Tong Cai Jing·2026-02-24 05:45Core Viewpoint - Weichai Power (000338)(02338) shares rose over 5%, currently up 5.41% at HKD 33.54, with a trading volume of HKD 584 million, following a report from Goldman Sachs highlighting the company's emergency generators being used by OpenAI at its Texas data center, marking a significant milestone for its subsidiary Baudouin [1] Group 1 - Goldman Sachs' report indicates that Weichai Power's subsidiary Baudouin has been recognized by major data center companies, which is seen as a positive development for the company [1] - The report suggests that Weichai Power is expected to gain significant growth opportunities from the supply shortage in the AIDC power equipment industry, with potential for a valuation reassessment following major changes in the investment landscape [1] Group 2 - Two major catalysts for Weichai Power are anticipated in March: the announcement of the full-year results on March 26, where management is expected to provide further guidance on the long-term outlook for the power generation business [1] - Additionally, Weichai's core partner in the U.S., Generac, is set to hold an investor day on March 25, where more details regarding its data center strategy are expected to be discussed [1]